Skip to content
Disclosery

Clearstead Advisors, LLC: BSCW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on BSCW, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 301,004 BSCW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,004 shares
    Change vs previous 13F +8,519 shares

    0.06% of the 13F portfolio, value $6,173,591.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 292,485 shares
    Change vs previous 13F +2,444 shares

    0.06% of the 13F portfolio, value $6,021,659.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 290,041 shares
    Change vs previous 13F +11,714 shares

    0.08% of the 13F portfolio, value $6,054,599.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 278,327 shares
    Change vs previous 13F +1,317 shares

    0.08% of the 13F portfolio, value $5,811,475.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 277,010 shares
    Change vs previous 13F +13,687 shares

    0.08% of the 13F portfolio, value $5,706,408.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 263,323 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,363,884.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).